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Retirement Resource Center

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Courses By Topic

Maximizing Retirement Success: Beyond Assets and Liabilities

December 1, 2023 by Admin Retirement Resource Center

Buy now for $29 Overall Rating: 4.5 / 5 Maximizing Retirement Success: Beyond Assets and Liabilities – Chia-Li Chen The session is designed to equip financial advisors with advanced strategies for managing retirement asset distributions, with a special focus on clients who are pre-retirees or retirees. Dr. Chien will delve into the often-overlooked aspects of …

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Impact of Retirement Age Uncertainty on Retirement Outcomes - David Blanchett

Impact of Retirement Age Uncertainty on Retirement Outcomes

December 1, 2023 by Admin Retirement Resource Center

Buy now for $29 Overall Rating: 4.5 / 5 Impact of Retirement Age Uncertainty on Retirement Outcomes – David Blanchett While encouraging planners to consider modeling early retirement to ensure clients are prepared, Blanchett’s award-winning research addresses the implications of retirement age assumptions and the impact on retirement savings for individuals who retire at earlier …

Read moreImpact of Retirement Age Uncertainty on Retirement Outcomes

Adapting Your Communication Style for More Effective Client Relations

November 24, 2023 by Webmaster Retirement Resource Center

Buy now for $29 Overall Rating: 4.6 / 5  Adapting Your Communication Style for More Effective Client Relations –Joseph Tabers Good communication is the cornerstone to good client relations. There are a variety of communication styles, and understanding the differences can go a long way toward conveying important information and building trust with the people …

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Advance Care Planning: A Critical Component for Building Client Relationships

November 17, 2023 by Webmaster Retirement Resource Center

Buy now for $29 Overall Rating: 4.7 / 5 Advance Care Planning: A Critical Component for Building Client Relationships – Paul Malley Each day, 10,000 people turn 65. As the population ages, there are more life transitions to assist in helping clients navigate complex health and financial issues. An overlooked aspect of an advisor’s role …

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Advanced Strategies for Using Housing Wealth to Improve Financial Outcomes in Retirement

November 17, 2023 by Admin Retirement Resource Center

Buy now for $29 Overall Rating: 4.6/ 5 Advanced Strategies for Using Housing Wealth to Improve Financial Outcomes in Retirement – Barry Sacks As clients retire, and hence end the receipt of regular income from employment or professional activity, cash flow considerations become paramount.  Indeed, studies have shown that for most retirees, the concern about …

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Advanced Annuity and Tax Strategies for Retirement Income

November 17, 2023 by Admin Retirement Resource Center

Buy now for $29 Overall Rating: 4.2 / 5 Advanced Strategies for Using Housing Wealth to Improve Financial Outcomes in Retirement – Curtis Cloke Managing market volatility and longevity risk are two well-known and highly visible risks easily defined. Less known or perceived risks may include, fee-drag, tax-drag, provisional income tax calculations that determine how …

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Age Wave: Meeting the Elder Planning Needs of Today’s Retiree

November 4, 2023 by Admin Retirement Resource Center

Buy now for $29 Overall Rating: 8.4 / 10 Age Wave: Meeting the Elder Planning Needs of Today’s Retiree – Bob Mauterstock The fastest growing age group in the U.S. are people over age 85, and more than $40 trillion of their assets will be transferred to the next generation by 2050. However, over 90% …

Read moreAge Wave: Meeting the Elder Planning Needs of Today’s Retiree
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